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iShares Russell Mid-Cap Growth ETF

1,017 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 330 increasing their positions, 330 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $7M | Put options by funds: $610K

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

12.73% more ownership

Funds ownership: 57.68%70.41% (+13%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$400M)

0% more funds holding

Funds holding: 1,0141,017 (+3)

0% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 330

Holders
1,017
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
14.6%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
70
Increased
330
Reduced
330
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oarsman Capital
Wisconsin
$682K +$158K +1,410 +32%
ABC
502
Associated Banc-Corp
Wisconsin
$679K +$55K +492 +9%
SFO
503
Standard Family Office
South Dakota
$678K
HWM
504
HB Wealth Management
Georgia
$677K
WLPWM
505
Walled Lake Planning & Wealth Management
Illinois
$676K +$33.9K +303 +6%
SI
506
Saxon Interests
Texas
$673K -$1.05M -9,389 -62%
MCM
507
Manchester Capital Management
Vermont
$668K
FI
508
FWG Investments
Kentucky
$667K -$91.8K -821 -13%
PWM
509
Perigon Wealth Management
California
$664K +$6.82K +61 +1%
Lazard Asset Management
510
Lazard Asset Management
New York
$663K
IAG
511
Investmark Advisory Group
Connecticut
$661K +$30.9K +276 +5%
CIM
512
Contravisory Investment Management
Massachusetts
$659K +$2.01K +18 +0.3%
RA
513
Ruggaard & Associates
Ohio
$657K
BAM
514
Belpointe Asset Management
Nevada
$656K +$92.2K +825 +17%
NAM
515
NTV Asset Management
West Virginia
$651K
FWTB
516
First Western Trust Bank
Colorado
$649K +$25.9K +232 +4%
OFG
517
Oxford Financial Group
Indiana
$641K
RWM
518
Rockwood Wealth Management
Pennsylvania
$639K +$12.1K +108 +2%
HSA
519
HBK Sorce Advisory
Pennsylvania
$639K -$35K -313 -5%
AIM
520
Allen Investment Management
New York
$638K
RPC
521
Rossmore Private Capital
Connecticut
$637K
RIS
522
Retirement Income Solutions
Michigan
$635K
DT
523
Diversified Trust
Tennessee
$635K -$98.8K -884 -14%
HH
524
Hilltop Holdings
Texas
$633K -$1.29M -11,538 -68%
OIA
525
OneDigital Investment Advisors
Kansas
$626K +$12.5K +112 +2%

IWP Hedge Fund Activity: Q3 2024 in Review

1,017 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2024, worth a combined $10.5B — up 4% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IWP positions and 55 closed out — a net gain of 15 holders — while 330 added to existing stakes and 330 trimmed.

The largest buyer was Bank of America, adding an estimated $98.7M. The largest seller was TIAA Trust, National Association, cutting an estimated $83.3M.

  • 1,017 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2024, up from 1,014 in Q2 2024.
  • Funds reported $10.5B of iShares Russell Mid-Cap Growth ETF stock for Q3 2024, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2024 and 55 closed out, a net change of +15 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $98.7M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $83.3M sold.

Based on aggregated 13F filings for Q3 2024.